Posting with Precedent H Cost Management

Whether you are recording time, producing documents or posting or requesting disbursements, the method is the same as with any work type.

Matters with a J-code work type will have the J-code section activated in the relevant dialog boxes. For some accounts postings, the J-codes will display in a separate tab. These enable you to assign to time entries or disbursements the relevant phase, task, activity and stage and related contact.

For these matters the following actions have the J-code section or tab:

Time recording

Produce Attendance notes (on the Time Recording tab)
Produce Form or Correspondence (if recording time)

Accounts

Office Payment accounts requests relating to a disbursement (has a J-code tab)
When posting disbursements, petty cash and anticipated disbursements, a J-code tab displays
When using accounts enquiry and office payments for a civil matter, the J-code section displays

Purchase Ledger

When adding disbursements to an invoice or credit note.
When adding counsel fees to an invoice or credit note

When using the J-code drop-downs, the following rules apply:

Selecting a Phase, filters what is available in the Task drop-down.

Having selected between Phase 1 - 10, when the Task is selected, the Stage is also set and becomes inactive a there is a direct mapping between the J-Code phases and Precedent H stages.
Having selected Phase 11 - 15, when the Task is selected, you can select any stage as direct mapping between the J-Code phases and Precedent H stages does not exist.

The Stage, whether set manually or automatically, will set the ERROR: Variable (country-SCO-Fee-not-Billing) is undefined. Code.
The Related contact drop-down will display a list of all contacts assigned to the matter allowing you to select a contact to associate with the time entry which will be pulled through to the Bill of Costs.

Notes

When you use the ERROR: Variable (country-SCO-Fee-not-Billing) is undefined. Code lookup, simply select the required stage, or the Exempt option, from the list. The posting will then be added to the Actual Costs, Disbursement or Time total for that stage.
If you approach or exceed the estimate, a warning message will display and the matter fee earner will receive a notification on their Home page.
When posting disbursements, amounts displayed under the Precedent H tab will be free of VAT, so if you post a disbursement of £60 including VAT, an amount of £50 will be added to the appropriate stage Actual total.
It is possible to transfer time to a J-code matter and enter the relevant codes at a later stage using the Costs Breakdown tab.